Institutional Ownership Ishares S&P 500 Growth ETF (IVW)
This table provides information about the institutional ownership of Ishares S&P 500 Growth ETF (IVW). We have compiled data on the 1,828 institutions that hold shares in the stock, with a total of 417 Million shares, which have been reported (via 13F filing form) to have a value of $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oak Harvest Investment Services
|
Oct 25, 2024 Q3 2024 |
4,938
shares
|
$506,342
0.07% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
4,936
shares
|
$506,137
0.0% of portfolio
|
Q3 2023
Reduced 41.76%
|
|
|
Fusion Capital, LLC
|
Nov 12, 2024 Q3 2024 |
4,930
shares
|
$505,522
0.21% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Legacy Bridge, LLC
|
Nov 07, 2024 Q3 2024 |
4,905
shares
|
$502,958
0.26% of portfolio
|
Q1 2024
Added 0.72%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
4,872
shares
|
$499,574
0.05% of portfolio
|
Q2 2023
Added 20.06%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
4,867
shares
|
$499,062
0.19% of portfolio
|
Q3 2024
Added 95.54%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
4,837
shares
|
$495,985
0.16% of portfolio
|
Q3 2024
Added 28.58%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
4,837
shares
|
$495,985
0.03% of portfolio
|
Q3 2024
Added 5.98%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jan 06, 2025 Q4 2024 |
4,829
shares
|
$495,165
0.07% of portfolio
|
Q4 2024
Reduced 13.69%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
4,803
shares
|
$492,499
0.27% of portfolio
|
Q3 2023
Reduced 29.27%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
4,796
shares
|
$491,781
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
4,779
shares
|
$490,038
0.13% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Wealth Management Solutions, LLC
|
Oct 25, 2023 Q3 2023 |
4,764
shares
|
$488,500
0.22% of portfolio
|
Q3 2023
Reduced 0.36%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
4,761
shares
|
$488,192
0.04% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
4,758
shares
|
$487,885
0.02% of portfolio
|
Q3 2024
Reduced 40.97%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
4,752
shares
|
$487,270
0.12% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
4,734
shares
|
$485,424
0.03% of portfolio
|
Q3 2024
Reduced 40.08%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
4,731
shares
|
$485,116
0.23% of portfolio
|
Q2 2023
Added 40.01%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
4,716
shares
|
$483,578
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
4,710
shares
|
$482,963
0.09% of portfolio
|
Q2 2023
New holding
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
4,692
shares
|
$481,117
0.08% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Integrity Wealth Solutions LLC
Denver, CO |
Oct 21, 2024 Q3 2024 |
4,677
shares
|
$479,579
0.26% of portfolio
|
Q3 2024
Added 4.51%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 14, 2024 Q3 2024 |
4,676
shares
|
$479,477
0.18% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2024 Q3 2024 |
4,670
shares
|
$478,861
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,669
shares
|
$478,759
0.03% of portfolio
|
Q2 2022
New holding
|